3 Key steps to migrate to Microsoft’s new Dynamics 365 CRM UI
ECLEVA’s CEO Patrick Northcott shares 3 key steps to successfully migrate to Microsoft Dynamics 365 CRM Unified Interface which will become mandatory by the 1st of October 2020.
- Understand what systems and integrations are currently in place. This will help identify what areas will be impacted by the deprecation.
- Get business stakeholders involved early. The transition provides an opportunity to engage with the business and revise the UI to reflect updated ways of working. Change management will also be easier if business champions are involved throughout the transition.
- Avoid trying to solve all the business pain points in this transition. This will blow out timelines and overwhelm users with too much change. Rather prioritise issues that are easy to fix and leave more complex one’s post transition.
If you have customisations built into your system, make sure you work with a Microsoft Certified partner to help you identify how your current systems set-up will be affected by the deprecation.